Entering fund details

Select Funds from the menu and enter details for each fund. New funds can be added at any time. A fund can only be removed if it is not associated with a job.

These details can be updated at any time, but changing a fund's details won't update any ACRs that have already been lodged with us.

You can import a list of clients from a comma separated value (CSV) file. CSV files can be created using Microsoft Excel or an equivalent open-source program. The data must be in the first two columns and there must not be any column headings. The first column must have the name of the fund. The second column must have the fund's Australian business number (ABN).

Our commitment to you

We are committed to providing you with accurate, consistent and clear information to help you understand your rights and entitlements and meet your obligations.

If you follow our information and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the information on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our information does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.